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Lineage Publishes Third-Quarter 2026 Earnings Call Transcript

PUBT·11/11/2026 21:01:27
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Lineage Publishes Third-Quarter 2026 Earnings Call Transcript
  • Lineage cut full-year 2026 adjusted EBITDA guidance to USD 1.25 billion–USD 1.27 billion, lowering the midpoint by USD 15 million.
  • The November 10 third-quarter earnings call featured CEO W. Gregory Lehmkuhl, CFO Robb A. LeMasters and investor relations head Ki Bin Kim.
  • AFFO guidance narrowed to USD 2.86–USD 2.98 per share, retaining its midpoint despite weaker warehouse activity and transportation margins.
  • The Big Bear fire's estimated annual EBITDA impact increased to USD 20 million, including lost generation from solar systems undergoing safety inspections.
  • Management lowered GIS NOI guidance to USD 231 million–USD 236 million; contract repricing should restore margins over the next couple of quarters.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Lineage Inc. published the original content used to generate this news brief on November 11, 2026, and is solely responsible for the information contained therein.